Business Development Updates
Selected for you to access the most valuable content we’ve shared with our adviser community. Here you’ll find a depth of insight and resources to help you and your business.
Help shape our 2017 Business Development Campaign – Win a Fortnum and Mason Hamper
We would like your input to help decide which types of content we include in this campaign. Our objective is to showcase ideas, support and initiatives from provider firms –...
How to develop your corporate protection practice?
Why corporate business has such potential commercial value · The corporate client has value not only as a corporate entity, but as an opening for personal advice for the senior...
Trump reaction – detailed analysis and investment consequences from Pictet Asset Management
In brief: Donald Trump’s shock victory in the US election could transform the investment landscape. While his plans to deliver fiscal stimulus and tax cuts could provide a much-needed boost...
Maximise your earnings potential? Tried and tested support? Flexibility to be your own boss? Interested?
If you are a self-motivated, successful wealth adviser who wants to be their own boss and build your own business then our client, Mint Wealth Management, would love to talk...
Brooks Macdonald is pleased to announce that the IFSL North Row Liquid Property Fund has been assigned a risk profile of 5 by Distribution Technology
Distribution Technology’s Dynamic Planner Fund Risk Profiles are used by thousands of advisers in the UK. Their analysis of portfolios is robust, well presented and is updated quarterly so advisers...
Smart ways to grow your tax-planning business
Join an Octopus workshop today Find out how tax-efficient investing could benefit your clients at an Octopus tax-planning workshop including: How investing in Venture Capital Trusts (VCTs) supports some of...
Enhance your client service and streamline your own business process
Enhance your client service and streamline your own business process If you can achieve both at the same time then everyone wins. Transact’s Investor Authorisation (IA) functionality allows you to...
Is there a case for clients transferring from their DB schemes
Pensions Freedom has caused a number of clients to reconsider their Defined Benefit pensions, attracted to greater access to their pension funds. But the transfer analysis process is complex and...
Octopus Titan VCT: backing Britain’s brightest businesses
With over £300 million in assets under management, Octopus Titan VCT is the largest Venture Capital Trust (VCT) in the UK*. It targets high levels of capital growth, with a...
Developing your Protection Business – Free Guide
The massive protection gap is well documented and suggests that your practice almost certainly has potential for more protection business. The summer period is always a good time to make...
Brooks Macdonald Regional Investment Lunches
You are invited to Brooks Macdonald Regional Investment lunches – please reserve your place. Join Brooks Macdonald and fellow financial advisers and wealth managers for these September Investment Lunches –...
Access to NewsBrief – our monthly round up (1 hour CPD)- with a strong Brexit flavour!
Access this convenient, independent summary of Referendum consequences for financial advisers. NewsBrief is published each month and available exclusively through Adviser Home. To register for the July Edition and ensure...
